See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,879 | $79,633+360.7% | $93,789+291.2% | $68,494+435.6% |
| Participation rate | 71.1% | 75.4%-4.3pp | 81.0%-9.8pp | 67.9%+3.2pp |
| Annual return | -14.75% | -0.10%-14.7pp | -11.33%-3.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $17,082 | $3,665+366.1% | $4,323+295.2% | $2,596+557.9% |
| Participant deferral / active EE | $17,082 | $5,158+231.2% | $6,094+180.3% | $4,027+324.2% |
| Admin fee / account holder | $41,565 | $6,871+504.9% | $7,195+477.7% | $5,403+669.3% |